The agenda, speakers, networking, and overall advisor experience at the NAPA 401(k) Summit are always amazing – and we’ve even got some pretty interesting sessions before the conference day begins…
It’s called “Breakfast & Workshop” – and it’s happening between 7:15 and 8:15 a.m. on both Monday, April 8 and Tuesday, April 9 at the NAPA 401(k) Summit. Yesterday we covered the first day – here’s Tuesday’s lineup!
The Coming DC Storm: How to Avoid a Crisis in the DC Market
Americans are under-saved, and equity return expectations are declining. Challenges lie ahead in the DC space. But how can you help investors weather the crisis? In this presentation, you will learn about the types of investments that can help participants in volatile markets, the downside of the race to zero fees, and next-gen features to help participants build stronger balances.
Sponsored by Capital Group | American Funds
Drive Outcomes, Build Business: Tap into the Power of Plan
Design DC plans are complex, and even well-intentioned changes can lead to unexpected results. That’s why advisors armed with the right plan design analytics are winning new business and deepening client relationships by delivering clarity and confidence about plan design changes. In this session, you’ll learn how retirement readiness can be quantified and the impact of plan design changes on diversification and outcomes measured. You will also see a case study on how one advisor won new business by analyzing a plan’s potential shortfall and demonstrating the value of proposed changes.
Sponsored by BlackRock
Target Date Strategies
As you know, retirement planning is complex – it’s not just about saving, it’s about developing an investment strategy to deliver income that can last through retirement. That’s why so many are turning to target date strategies. Join Sarah O’Toole, Institutional Portfolio Manager for Fidelity’s Target Date strategies, as she leads a discussion on the investment strategies Fidelity employs to help improve retirement outcomes for participants.
Sponsored by Fidelity Investments
In the (k)now: Industry Trends Driving Innovation
M-E-P, C-I-T, H-S-A… Is the alphabet soup in the retirement industry getting worse, or are we finally seeing innovation? Hear from an expert panel that will discuss leading industry trends from Health Savings Accounts (HSAs) to Collective Investment Trusts (CITs), retirement income and the potential for Multiple Employer Plans (MEPs) to make their debut. This session will help expand your knowledge of these topics and provide some actionable ideas to take back to the office.
Sponsored by Franklin Templeton
Abandon the Jargon: Understand What Plan Participants Want to Hear
Despite the great strides plan sponsors have made providing participants with in depth education, many are still challenged in their ability to motivate employees to save for retirement. To gain the participant perspective on DC language, we surveyed more than 800 large-plan participants of various ages, genders and income levels. This proprietary study offers insight and guidance into the impact language can have on plan participants’ overall understanding of, and behavior toward, three key findings: the company match may drive higher savings rate, reduce the misunderstanding of target date funds and the benefits of retirees staying in-plan. Join Invesco's Jeff Hemker as we delve into our 2018 “ReDefined Contribution Plans” DC language study and help you tailor your communication to meet participant needs.
Sponsored by Invesco
Financial Wellness, Productivity and Health: Measuring Outcomes and Best Practices
The connection between financial wellness, productivity, health, and other human capital outcomes is real. Demonstrating that connection and measuring the outcomes is often easier said than done. Using case studies, this workshop will explore best practices for: (a) building a financial wellness program; (b) how financial wellness connects with and impacts productivity, health, and other human capital outcomes; and (c) how to build an outcome-based measurement strategy.
Sponsored by Prudential
Visualize Retirement: Before You Crunch the Numbers
All too often, retirement planning success is measured purely by financial metrics: savings amounts (15% per year), income replacement ratios (75% of preretirement income), or withdrawal strategies (4% per year). And the most critical part of planning for retirement is forgotten: the plan itself. Put another way: How can an employee know how to save if they don’t know even know what they’re saving for? This session explores a critical need that most pre-retirees don’t even know they have, why advisors and plan sponsors should care, and how you can help solve it.
Sponsored by T. Rowe Price
Impact of Employee Health on Business Success
A healthy, resilient workforce is often described as a business’s most valuable asset, yet, many employers witness the deterioration of this asset while shouldering the aggregate economic burden of employee illnesses. Whether calculated in the form of absenteeism, excess employee turnover, workflow disruption, lost productivity, increased health insurance premiums, and the enduring impact of permanent disabilities – all are significant threats to profitability. This presentation will explore how the status of corporate and employee health are inextricably bound with emphasis on proactive measures business owners can implement to remedy the enormous challenges employee health expenditures create. The rationale for establishment of workplace health programs is then discussed. Beyond reducing expenditures, the effective application of comprehensive wellness strategies generates dual rewards: moderation of total health care costs while significantly boosting productivity, employee satisfaction, and business profitability – regardless of the size of the workforce.
Sponsored by Transamerica
The Ins and Outs of Non-Qualified Plans: Consultative Discussion Applications
Session content includes reviewing eligibility, vesting, funding trends in the nonqual marketplace, along with how to apply these insights in conversations with plan sponsors.
Sponsored by VOYA Financial
Great information, an amazing event, the advisor experience.
Register today – more than 1,100 retirement plan advisors already have!
April 7-9, 2019
Las Vegas, Nevada
